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Sachetta’s Schwab US Broad Market ETF SCHB Stock Holding History

Sachetta’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.56M Buy
122,890
+816
+0.7% +$22.8K 1.73% 12
2026
Q1 		$3.06M Sell
122,074
-81
-0.1% -$2.13K 1.66% 12
2025
Q4 		$3.2M Sell
122,155
-8,053
-6% -$210K 1.75% 12
2025
Q3 		$3.35M Buy
130,208
+311
+0.2% +$7.7K 1.25% 11
2025
Q2 		$3.1M Sell
129,897
-603
-0.5% -$13.3K 1.22% 14
2025
Q1 		$2.81M Sell
130,500
-5,690
-4% -$129K 1.15% 18
2024
Q4 		$3.09M Sell
136,190
-1,816
-1% -$41.5K 1.22% 18
2024
Q3 		$3.06M Buy
138,006
+14,715
+12% +$314K 1.21% 14
2024
Q2 		$2.59M Sell
123,291
-3,054
-2% -$61.9K 1.13% 16
2024
Q1 		$2.34M Hold
126,345
– – 1.11% 15
2023
Q4 		$2.34M Buy
+126,345
New +$2.18M 1.11% 15

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Sachetta's SCHB Position: Q2 2026 in Review

Sachetta increased its Schwab US Broad Market ETF (SCHB) stake by 0.67% in Q2 2026, buying an estimated $22.8K and bringing the position to 122,890 shares worth $3.56M. The position accounts for 1.73% of the portfolio, ranked #12.

Sachetta first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Sachetta held 122,890 shares of Schwab US Broad Market ETF worth $3.56M as of Q2 2026.
  • Sachetta bought 816 Schwab US Broad Market ETF shares in Q2 2026, an estimated $22.8K.
  • Schwab US Broad Market ETF made up 1.73% of Sachetta's portfolio in Q2 2026, its #12 holding.
  • Sachetta first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 318 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.